+215.6%
RSP vs BBWI
-41.3%
+256.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +1.9% |
| 7D | +0.4% | -6.2% | +6.6% | +1.5% |
| 30D | +3.7% | +25.5% | -21.8% | -0.5% |
| 3M | +0.8% | +8.0% | -7.2% | -1.2% |
| 6M | +9.1% | +12.7% | -3.6% | +5.4% |
| YTD | +16.7% | +11.6% | +5.1% | +11.9% |
| 1Y | +19.7% | -0.9% | +20.6% | +16.1% |
| 3Y | +66.7% | -22.7% | +89.4% | +63.3% |
| 5Y | +48.7% | -67.2% | +115.9% | +64.6% |
| 10Y | +215.6% | -43.7% | +259.3% | +160.0% |
| All | +215.6% | -41.3% | +256.9% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling